Genovese Burford & Brothers Wealth & Retirement Plan Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $4.26M | Buy |
26,160
+2,700
| +12% | +$440K | 1.06% | 9 |
|
|
2020
Q3 | $3.69M | Buy |
23,460
+1,460
| +7% | +$230K | 1.04% | 10 |
|
|
2020
Q2 | $3.04M | Sell |
22,000
-2,300
| -9% | -$317K | 0.88% | 9 |
|
|
2020
Q1 | $2.37M | Buy |
24,300
+1,880
| +8% | +$183K | 0.66% | 10 |
|
|
2019
Q4 | $2.07M | Buy |
22,420
+1,440
| +7% | +$133K | 0.48% | 18 |
|
|
2019
Q3 | $1.82M | Buy |
20,980
+420
| +2% | +$36.5K | 0.46% | 22 |
|
|
2019
Q2 | $1.95M | Buy |
20,560
+40
| +0.2% | +$3.79K | 0.52% | 18 |
|
|
2019
Q1 | $1.83M | Sell |
20,520
-940
| -4% | -$83.7K | 0.52% | 19 |
|
|
2018
Q4 | $1.61M | Buy |
21,460
+5,000
| +30% | +$376K | 0.52% | 19 |
|
|
2018
Q3 | $1.65M | Sell |
16,460
-180
| -1% | -$18K | 0.56% | 14 |
|
|
2018
Q2 | $1.41M | Buy |
16,640
+540
| +3% | +$45.9K | 0.51% | 13 |
|
|
2018
Q1 | $1.17M | Sell |
16,100
-220
| -1% | -$15.9K | 0.42% | 16 |
|
|
2017
Q4 | $1.18M | Buy |
16,320
+1,600
| +11% | +$116K | 3.1% | 9 |
|
|
2017
Q3 | $707K | Buy |
14,720
+180
| +1% | +$8.65K | 0.29% | 26 |
|
|
2017
Q2 | $703K | Buy |
14,540
+4,000
| +38% | +$193K | 0.28% | 26 |
|
|
2017
Q1 | $468K | Buy |
10,540
+5,860
| +125% | +$260K | 0.19% | 33 |
|
|
2016
Q4 | $176K | Buy |
4,680
+340
| +8% | +$12.8K | 0.05% | 74 |
|
|
2016
Q3 | $181K | Buy |
4,340
+1,240
| +40% | +$51.7K | 0.07% | 61 |
|
|
2016
Q2 | $110K | Hold |
3,100
| – | – | 0.04% | 95 |
|
|
2016
Q1 | $92K | Hold |
3,100
| – | – | 0.04% | 92 |
|
|
2015
Q4 | $105K | Buy |
+3,100
| New | +$105K | 0.05% | 83 |
|